JASON PATRICK SHEPARD is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with GOLDMAN SACHS WEALTH SERVICES, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2022-05-09 | 2023-11-17 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2021-07-11 | present | Yes |